# KIRKOSWALD ASSET MANAGEMENT LLC

KIRKOSWALD ASSET MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 298735
- Type: SEC-registered investment adviser
- SEC file number: 801-114632
- Location: 520 MADISON AVENUE, FLOOR 25, NEW YORK, NY, 10022
- Phone: 1-332-207-4650
- Latest filing: 2026-05-18
- Regulatory AUM: $27.2B
- Discretionary AUM: $27.1B
- Non-discretionary AUM: $47.6M
- Clients: 42
- Accounts: 33

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [Gregory John Coffey](https://search.stillhousedata.com/person/675603) | CHAIRMAN AND CHIEF INVESTMENT OFFICER; SOLE SHAREHOLDER | — |
| [Joseph Scott Mauro](https://search.stillhousedata.com/person/675604) | PRESIDENT | — |
| [David Abdo Hassan](https://search.stillhousedata.com/person/675605) | CHIEF FINANCIAL OFFICER | — |
| [David Francis Gilbert](https://search.stillhousedata.com/person/675606) | CHIEF COMPLIANCE OFFICER | New York, NY |
| [Chris James Cafagna](https://search.stillhousedata.com/person/675607) | CHIEF OPERATING OFFICER | — |
| [Lauren Elizabeth Surzyn](https://search.stillhousedata.com/person/694480) | CHIEF ADMINISTRATIVE OFFICER | — |
| [COFFEY GREGORY JOHN](https://search.stillhousedata.com/person/811955) | SOLE MEMBER/CIO | — |
| [GILBERT DAVID FRANCIS](https://search.stillhousedata.com/person/823598) | CHIEF COMPLIANCE OFFICER | — |
| [PRICE BRIAN ROBERT](https://search.stillhousedata.com/person/836062) | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CCO; GLOBAL CHIEF OPERATING OFFICER, CCO | — |
| [HASSAN DAVID ABDO](https://search.stillhousedata.com/person/840227) | CHIEF FINANCIAL OFFICER | — |
| [MAURO JOSEPH SCOTT](https://search.stillhousedata.com/person/843337) | PRESIDENT | — |
| [SURZYN LAUREN Elizabeth](https://search.stillhousedata.com/person/856718) | CHIEF ADMINISTRATIVE OFFICER; US CHIEF OPERATING OFFICER | — |
| [AMOA DIANA](https://search.stillhousedata.com/person/866329) | CIO, LONG-BIASED STRATEGIES | — |
| [CAFAGNA CHRIS JAMES](https://search.stillhousedata.com/person/885382) | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298735/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298735/similar
- Related entities: https://search.stillhousedata.com/firm/298735/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298735

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.